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      DocuSign Integration

      The WeGive platform integrates with DocuSign to facilitate the e-signature process to collect signed waivers for events. This integration ensures that signed agreements are tracked and completed before successfully registering supporters within WeGive, providing a seamless experience for both administrators and supporters.

      How the Integration Works

      1. Initiating a Signature Request
        When an event element requires a signature, WeGive automatically sends a signature request via DocuSign to the supporter.

      2. Supporter Signs the Document
        The supporter receives access to the DocuSign form to sign the agreement.

      3. Signed Document Syncs to WeGive
        Once the document is signed, the completed agreement finalizes the registration process within WeGive. 

      Getting Started

      1. Navigate to the Integrations tab: In the WeGive Dashboard, go to the "Data Integrations" section and click "New Integration > DocuSign Integration".

      2. Set up a DocuSign Account: If you don't already have one, you'll need to create a DocuSign account at https://www.docusign.com/.  Make sure you know the login credentials for the account you'll be using.

      3. Grant WeGive Access:

        • In the WeGive dashboard, go to the "Data Integrations" section and click "Add Integration".
        • Enter your DocuSign User ID and API Account ID found in DocuSign under the Admin > Apps & Keys tab.
        • Add the User ID and API Account ID to WeGive's integration and select "Grant Permission".
        • This will take you to a DocuSign page where you'll need to log in and grant WeGive access to your account.
        • Make sure you're logged into the desired DocuSign account, as trying to integrate with a different DocuSign account can cause issues.
      4. Set up a DocuSign Template:
        • In DocuSign, create a new template for your waiver for your Event Element.
        • Add a signature field to the template. 
        • The template must have a single recipient with no name or email address.
        • Set the recipient's role to "WeGive Embedded Sign" and the recipient status to "Needs to Sign". 
      5. Connect Waiver to Event Element
        • Go to the Event Element to which you want to attach the Waiver.
        • Require a Waiver under the "Waiver" tab.
        • Add the "DocuSign Template ID" to the Event Element.


      6. Test the Waiver
        • Once the waiver is attached, test your waiver by going to the Registration URL and signing the waiver.
        • You will be directed to the waiver to add your signature and click "Finish" to complete the registration.
        • Signed waivers will be visible in DocuSign under the "Agreements > Sent" tab. 
      7. Troubleshooting:
        • If you encounter any issues, double-check that the template is set up correctly, with the signature included and recipient role and status properly configured.
        • Also, ensure that the user is logged into the correct DocuSign account when granting access or signing documents.